What Makes Lifecore Biomedical (LFCR) a Beneficiary of the Trade Policies?
In its first-quarter 2025 investor letter, Greenhaven Road Capital highlighted stocks such as Lifecore Biomedical, Inc. (NASDAQ:LFCR). Lifecore Biomedical, Inc. (NASDAQ:LFCR) is an integrated contract development and manufacturing organization. The one-month return of Lifecore Biomedical, Inc. (NASDAQ:LFCR) was 4.46%, and its shares gained 13.27% of their value over the last 52 weeks. On May 21, 2025, Lifecore Biomedical, Inc. (NASDAQ:LFCR) stock closed at $6.45 per share with a market capitalization of $238.628 million.
Greenhaven Road Capital stated the following regarding Lifecore Biomedical, Inc. (NASDAQ:LFCR) in its Q1 2025 investor letter:
"In April, shares of Lifecore Biomedical, Inc. (NASDAQ:LFCR), an existing holding and domestic CDMO, sold off with the broader market despite their likely beneficiary status. We took advantage of buying opportunities and took our ownership in the company up to just under 10% of the shares outstanding. As previously discussed, Lifecore is a likely beneficiary of the trade policies. Their largest challenge and opportunity is to sell their excess capacity. As domestic capacity is not sufficient to support significant re-shoring, the new policies increase the likelihood that Lifecore fills out its excess capacity while pulling forward the timing and magnitude of profit margin improvement."
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Lifecore Biomedical, Inc. (NASDAQ:LFCR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 10 hedge fund portfolios held Lifecore Biomedical, Inc. (NASDAQ:LFCR) at the end of the fourth quarter compared to 10 in the third quarter. In the fiscal third quarter of fiscal 2025, Lifecore Biomedical, Inc. (NASDAQ:LFCR) generated $35.2 million in revenues compared to $35.7 million for the comparable 2024 period. While we acknowledge the potential of Lifecore Biomedical, Inc. (NASDAQ:LFCR) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains.
In another article, we covered Lifecore Biomedical, Inc. (NASDAQ:LFCR) and shared Greenhaven Road Capital's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors.
READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks.
Disclosure: None. This article is originally published at Insider Monkey.
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